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My ETF Lists โ–พ
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My Stock Lists โ–พ
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My US Lists โ–พ
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Stock Explorer
ETF Explorer
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Markets Live
โ€”
โ‚น
Your Personal Dashboard
Portfolio ยท Trading ยท Analytics
Live Markets ยท Real-time Data
Your financial
command centre.
Track every rupee across brokers, strategies, and assets โ€” with algo-grade precision.
F&O P&L โ€” NFO + MCX charge breakdowns & tax
๐Ÿ’ผ Live Portfolio Analytics XIRR, CAGR, alpha vs Nifty
Net Worth + Risk Analytics FI number, Sharpe, Calmar
Live Markets F&O P&L NW Tracker Risk Analytics
โ‚น
Your Personal Dashboard
Portfolio ยท Trading ยท Analytics
Your financial
command centre.
Track every rupee across brokers, strategies & assets โ€” with algo-grade precision.
Live Markets F&O P&L NW Tracker
Welcome back
Sign in to access your portfolio
Got a share link? Enter view token
๐Ÿ‘ View-only mode โ€” you can browse but not edit the portfolio
Share Links
Create expiring view-only links for others
โœ“ Link created โ€” copy it now, it won't show again
Active Links
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Enter View Token
Paste your view-only access token
AC Agarwal Login
Enter the OTP sent to your registered mobile
Didn't get it? Resend OTP
Connect Zerodha (Kite)
Enter your Kite API credentials to fetch P&L
Access token is session-scoped โ€” regenerate daily via Kite login flow.
Credentials saved in your browser only ยท never sent to any 3rd party
๐Ÿ“Š Kotak Securities โ€” P&L Data
Import your Gain-Loss Excel report
Auto Sync โ€” Authorize Gmail
Authorize once to let the server fetch Kotak contract notes from your Gmail automatically at 8 AM daily.
Auto Sync โ€” Gmail
Ready to sync contract notes from Gmail.
Step 1 โ€” Download report from Kotak
Go to Kotak Neo โ†’ Reports โ†’ Gain & Loss โ†’ select date range โ†’ Export Excel.
Path inside Kotak Neo: Menu โ†’ Reports โ†’ Realized Gain & Loss โ†’ Export
Step 2 โ€” Select Segment
NFO selected โ€” this file's data will be tagged as NSE F&O segment
Step 3 โ€” Import the file
Drop Gain-Loss Excel here
or click to browse ยท Gain_Loss_*.xlsx
Parsed in browser ยท data cached on server ยท NFO + MCX files merged automatically
Fix ETF Sector Labels
Override auto-detected sectors for your ETFs โ€” saved in browser
Symbol NSE Assets Sector
Select "Auto: โ€ฆ" to revert any override back to auto-detection.
Add ETF โ€”
Search all NSE-listed ETFs
Add Stock โ€”
Search all NSE-listed equities
US Add US Stock โ€”
Search US stocks via Yahoo Finance
Manage Watchlists
Create, rename or delete
Add to Portfolio
Search ETF or stock, enter qty & avg price
Notes
Trades
Notes โ€”
Target price, reminders, thesis
Portfolio Rebalancing & Allocation
Target asset weights & tax-efficient cash injection planner
Target Allocation (%)
Loading rebalancing breakdownโ€ฆ
Trades โ€”
Buy/sell entries for accurate XIRR
Price Alert
โ†‘
Upper Alert
Sell / Take Profit
โ†“
Lower Alert
Buy / Stop Loss
Alerts checked hourly Monโ€“Fri 09:15โ€“15:30 IST via Telegram
Price Crossed Target
Current Price
โ†‘

ETF Watchlist

Track premium / discount vs indicative NAV
Not fetched
Watching
โ€”
ETFs in this list
At Discount
โ€”
Below iNAV โ†’ buy signal
At Premium
โ€”
Above iNAV โ†’ avoid
Fair Value
โ€”
Within ยฑ0.5% of iNAV
Watchlist
โณ Pending
SymbolName LTP โ†• Day % โ†• Prev Close iNAV Premium โ†• Signal โ€”
iNAV auto-sourced from NSE. Premium = (LTP โˆ’ iNAV) / iNAV ร— 100.

Home

Portfolio, trading & networth at a glance
Data health
LIVE INTRADAY P&L
โ€”
Portfolio: โ€” ยท Realised Trades: โ€”
Asset Allocation & Liquid Runway โ€”
Equity: โ€”
Gold/SGB: โ€”
Cash/Bank: โ€”
Other: โ€”
Portfolio Value
โ€”
Invested โ€” โ€”
Trading P&L (All Time)
โ€”
Gross โ€” Charges โ€”
Net Worth
โ€”
Cash โ€” Invested โ€”
Month P&L
โ€”
Current month
Last mo: โ€”
Net Savings
โ€”
This month
Last mo: โ€”
Bank Balance
โ€”
Click to manage
Last mo: โ€”
CC Due
โ€”
This month
Last mo: โ€”
Portfolio Summary
Return
โ€”
Overall P&L
Win Rate
โ€”
Profitable positions
Value
โ€”
Current holdings
Cost
โ€”
Total invested
Top Conc
โ€”
Highest allocation
Best Performer
โ€”
Top gainer
Worst Performer
โ€”
Top loser
Actionable Insights
No immediate actions needed.
Yearly Performance Target: 30%
Yearly Progress
โ€”
PF โ€”
NFO โ€”
MCX โ€”
Charges โ€”
Combined โ€”
โ— โ€”
โ€”
PF ROI (YTD)
โ€”
monthly returns
Trading ROI (YTD)
โ€”
monthly P&L / capital
Combined ROI (YTD)
โ€”
PF + Trading
Days to Target
โ€”
remaining in period
Monthly Breakdown
โ–ธ Show details
Month PF P&L Trading P&L Combined PF ROI Trading ROI Combined ROI Cumulative ROI Capital
Performance Target
Set yearly ROI target
Chart currency
Portfolio Value
Invested vs current value โ€” daily (trading days)
Invested
Current
Daily Value ฮ”
โ€”
vs yesterday
Weekly Value ฮ”
โ€”
vs 7 days ago
Monthly Value ฮ”
โ€”
vs 30 days ago
Cumulative Trading P&L
Total Cumulative: โ€”
Auto-synced
Net P&L accumulated since Apr 2024
Daily Gross P&L
โ€”
today / last trading day
Weekly Gross P&L
โ€”
last 7 days
This Month Net P&L
โ€”
current month
Net Worth Progression
Daily snapshot
Daily Net Worth ฮ”
โ€”
vs yesterday
Weekly Net Worth ฮ”
โ€”
vs 7 days ago
Monthly Net Worth ฮ”
โ€”
vs 30 days ago
Upcoming Market Events
Loading eventsโ€ฆ
Add Market Event

Stock Watchlist

Monitor your equity watchlist live
Not fetched
Watching
โ€”
Stocks in this list
Gaining
โ€”
Up today
Declining
โ€”
Down today
Flat
โ€”
Within ยฑ0.2%
Watchlist
SymbolCompanySector LTP โ†• Day % โ†• Prev Close Mkt Cap โ†• 52W H / L โ€”
Data from NSE equity-master API. Stock watchlists saved in browser.

US US Stocks

US equities watchlist โ€” powered by Yahoo Finance
Not fetched
Watching
โ€”
US stocks in this list
Gaining
โ€”
Up today
Declining
โ€”
Down today
Flat
โ€”
Within ยฑ0.2%
Watchlist
SymbolCompany LTP โ†• Day % โ†• Prev Close โ€”
Data from Yahoo Finance. US stock watchlists saved in browser.

Stock Explorer

Browse by sector, add to watchlist or portfolio
โ€”
Exchange: NSE BSE Both
Stock Screener
~
All Stocks
Symbol โ†• CompanySector LTP โ†• Day % โ†• 1yr % โ†• 52W Low% โ†•52W High% โ†•Mkt Cap โ†• Actions
Fetching stocksโ€ฆ
Rows:
All stocks from the master. Prices shown only for NSE-indexed stocks.

ETF Explorer

All NSE ETFs โ€” browse, filter, sort and add to any watchlist
โ€”
ETF Screener
All ETFs
Symbol โ†•NameUnderlying LTP โ†• Day % โ†• 30d % โ†• 1yr % โ†• Prev Close โ†• iNAV Premium โ†• Add to
Fetching ETFsโ€ฆ
Rows:
Data from nseindia.com/api/etf. Use dropdown to add to any ETF watchlist.
Market Dashboard
Indices, movers, news and a screener โ€” search any NSE / BSE or US stock for its full picture
Loading market data...
Historical Data
Oldest Now All Time
Loadingโ€ฆ

My Portfolio

Every holding across brokers โ€” value, returns vs the market, and what moved today
Current value at live prices
โ€”
Investedโ€”
โ†’
Total P&Lโ€”โ€”
Day's change
โ€”
vs yesterday's close
Holdings
โ€”
ETFs + Stocks
PF 52W Return โ€” Weighted by value
Nifty 50 (1yr) โ€” Benchmark
Nasdaq 100 (1yr) โ€” US Benchmark
Portfolio XIRR โ€” Annualised return
CAGR โ€” Since first buy
Alpha vs Nifty โ€” XIRR โˆ’ Nifty 52W
Alpha vs Nasdaq โ€” XIRR โˆ’ NDX 52W
Top Sector Exposure โ€”
Holdings
Symbol โ‡… Sector Qty โ‡… Avg Price โ‡… LTP โ‡… Invested โ‡… Current โ‡… P&L โ‡… P&L % โ‡… XIRR โ‡… Day Chg โ‡… Hold Days โ‡… Premium ETF Target โ‡… Alert Actions
Heatmap Mode:
P&L = (LTP โˆ’ Avg Price) ร— Qty. Day Change = (LTP โˆ’ Prev Close) ร— Qty. Saved in browser storage.
Win / Loss breakdown
Holding age distribution
Tax estimate (unrealised)
Concentration risk
ETF / Stock / SGB Split
Sector Allocation
P&L % by Holding
Indian Day Winners 0
Loadingโ€ฆ
Indian Day Losers 0
Loadingโ€ฆ
US Day Winners 0
Loadingโ€ฆ
US Day Losers 0
Loadingโ€ฆ
Overall Top 5 Winners P&L%
Loadingโ€ฆ
Overall Top 5 Losers P&L%
Loadingโ€ฆ
Rebalance your own holdings by asset class, against the mix you want
Loadingโ€ฆ
Laggard review held a year or more and 10+ points behind Nifty 50
Loadingโ€ฆ
Decision journal one line per decision, checked against Nifty from that day
Loadingโ€ฆ

Portfolio Analysis

Loading...

Analysing your portfolio...
Fetching fundamentals & technicals for each holding

Income & Expenses

Trading P&L + income sources vs expenses โ€” month by month
Net savings โ€” months
โ€”
โ€” savings rate
Total incomeโ€”trading + other income
โˆ’
Expensesโ€”โ€” entries
Cashflow runway
-- mos
--
CC dues coverage
--
Liquid balance covers outstanding dues & ongoing monthly burn
Savings rate vs 50% FI target
0% / 50% target
(income โˆ’ expenses) รท income ยท marker is the 50% target
Trading P&L
โ€”
net after all charges
Other income
โ€”
โ€” entries
Avg monthly income
โ€”
across active months
Avg monthly expense
โ€”
across active months
Best month
โ€”
โ€”
CC due manage โ€บ
โ€”
across months
Income vs expenses last 18 months ยท bars stack trading and other income, expenses below the line, net savings as the line
Month by month click an amount to see or edit its entries
Month Trading P&L
Loadingโ€ฆ
Income by category trading P&L counted as one source
Loadingโ€ฆ
Expenses by category
Loadingโ€ฆ
Savings rate by month (income โˆ’ expenses) รท income ยท newest first
Add Income Entry
Record salary, freelance, dividends, rent, etc.
Add Expense
Record rent, food, travel, bills, subscriptions, etc.
CC Due
Track outstanding due per credit card for this month
๐Ÿฆ Bank Balances
Track current balance across your bank accounts

Price Alerts

Manage all portfolio & watchlist price alerts in one place
Loading alertsโ€ฆ

Trading P&L

Month-wise realised P&L โ€” NSE F&O + MCX ยท since Apr 2024
Period
Loading monthly P&Lโ€ฆ first load fetches each month from ACA
No P&L data found. Make sure AC Agarwal is synced first.
Net P&L โ€”
โ€”
Grossโ€”
โˆ’
Chargesโ€”
Net = gross โˆ’ brokerage, taxes and misc expenses
Best month
โ€”
โ€”
Worst month
โ€”
โ€”
Misc expenses
โ€”
Infra, subscriptions ยท deducted from net
Brokerage & regulatory drag --
Total trading friction (brokerage, STT/CTT, GST, stamp duty, exchange fees)
0%
NSE F&O
Gross
โ€”
Net: โ€”
Charges
โ€”
NFO brokerage + taxes
MCX commodities
Gross
โ€”
Net: โ€”
Charges
โ€”
MCX brokerage + taxes
Charges รท gross
โ€”
cost drag on trades
P&L analysisby month, for the selected period
Win rate
โ€”
profitable months
Avg monthly net
โ€”
per month average
Avg monthly charges
โ€”
per month
NFO contribution
โ€”
of gross P&L
MCX contribution
โ€”
of gross P&L
Consecutive wins
โ€”
longest profitable streak
Charges breakdownbrokerage vs government levies
Brokerage
โ€”
โ€”% of charges
STT / CTT
โ€”
securities / commodity tax
GST
โ€”
on brokerage
Stamp duty
โ€”
on the buy side
Exchange + SEBI
โ€”
transaction + regulatory fees
Other charges
โ€”
DP, misc
Streaks & patterns the month so far, losing streaks and patterns across every F&O account
Loadingโ€ฆ
Equity curve & drawdown
Monthly net P&L series ยท absolute โ‚น
Total gross P&L
โ€”
Active series
NFO: โ€”
MCX: โ€”
Equity high (gross)
โ€”
Peak cumulative gross
NFO: โ€”
MCX: โ€”
Drawdown (gross)
โ€”
From gross peak
NFO: โ€”
MCX: โ€”
Days in DD (gross)
โ€”
Since last peak
NFO: โ€”
MCX: โ€”
Total net P&L
โ€”
Active series
NFO: โ€”
MCX: โ€”
Equity high (net)
โ€”
Peak cumulative net
NFO: โ€”
MCX: โ€”
Drawdown (net)
โ€”
From net peak
NFO: โ€”
MCX: โ€”
Days in DD (net)
โ€”
Since last peak
NFO: โ€”
MCX: โ€”
Risk-adjusted returnson the monthly net series
Deployed capital
โ€”
NFO: โ€” | MCX: โ€”
Peak capital requirement. MCX capital is reused after the NFO session ends.
Sharpe ratio
โ€”
monthly net series
Return รท risk. >1 good, >2 excellent. 0% risk-free (cash is deployed in the algo).
Max drawdown
โ€”
peak-to-trough loss
NFO: โ€”
MCX: โ€”
Absolute โ‚น drawdown on the cumulative net P&L curve; no fixed capital assumption.
Calmar ratio
โ€”
annualised net รท max DD
Annual net P&L รท |max drawdown|. Higher is better reward per unit of drawdown.
Sortino ratio
โ€”
downside-only deviation
Monthly volatility
โ€”
std dev of monthly net
Profit factor
โ€”
gross wins รท gross losses
Max consecutive losses
โ€”
worst losing streak
Month NFO Gross NFO Charges NFO Net MCX Gross MCX Charges MCX Net Total Gross Misc Exp Total Charges Net P&L ROI %
FY / Year NFO Gross NFO Charges NFO Net MCX Gross MCX Charges MCX Net Total Gross Misc Exp Total Charges Net P&L Months
โ–ผ P&L heatmap
Show:
โ–ผ Misc expenses โ€” subscriptions, infra, server costs โ€” deducted from net P&L

Tax

Each taxpayer's year in one place โ€” F&O business income, other income, capital gains, dividends and interest โ€” with advance-tax dates and the ITR-3 steps
Smart suggestions
Working out this year's numbersโ€ฆ
Worked out from your holdings (lot buy dates, live prices), gains booked this year, the F&O result and your income, under current rules for listed shares and funds. Estimates, not tax advice โ€” confirm with a CA before acting.
Loading your broker P&L, income and holdingsโ€ฆ
Net F&O P&L
โ€”
After charges & misc
Carry-forward loss used
โ€”
Balance: โ€”
Taxable F&O income
โ€”
Slab: โ€”
Est. tax payable
โ€”
incl. 4% cess
Advance tax (quarterly)
โ€”
Jun ยท Sep ยท Dec ยท Mar
ITR-3 filing, step by step Business income
  1. Select the ITR schedules
  2. Declare F&O turnoverโ€”
    Go to Schedule Trading A/c and enter this under โ€œSales / Gross receipts of businessโ€.
    F&O turnover = absolute profit + absolute loss (sum of favourable and unfavourable differences). Refer to your broker's tax P&L.
  3. Trading gross profitโ€”
    In Schedule Trading A/c, this is your โ€œGross profit transferred to P&Lโ€.
    Pure trading profit before brokerage, STT or taxes.
  4. Claim business expensesโ€”
    In Schedule P&L A/c, claim these to reduce the liability:
    โ€ข STT & GST under โ€œRates and taxesโ€.
    โ€ข Brokerage, exchange & SEBI fees under โ€œOther expensesโ€.
  5. Final net F&O incomeโ€”
    In Schedule P&L A/c, this is the calculated โ€œNet profitโ€.
    It flows into Schedule BP (Business & Profession).
  6. Declare other incomeโ€”
    โ€”
  7. Declare capital gainsโ€”
    โ€”
F&O losses carry forward 8 years (Sec 72) ยท advance tax applies if the liability exceeds โ‚น10,000 ยท estimate only; consult a CA for filing.

Net Worth

Everything you own minus everything you owe โ€” live cash and holdings plus what you log by hand
Total net worth Fetching live dataโ€ฆ
โ€”
Cashโ€”ACA + brokers + bank
+
Investedโ€”ACA holdings
+
Other assetsโ€”Manual entries
โˆ’
Liabilitiesโ€”loans ยท CC dues ยท borrowed
Gross assets
โ€”
liabilities as a share of grossโ‚น0
Liquidity
โ€”
cash รท gross assets
Biggest slice
โ€”
largest share of gross assets
ACA cash
โ€”
Sync to fetch
ACA holdings
โ€”
Portfolio current value
Other broker balances
โ€”
Manual entry
Other holdings
โ€”
Manual entry
Misc assets
โ€”
Manual entry
Money lent open โ€บ
โ€”
From Lending & Borrowing page
Bank balance open โ€บ
โ€”
From I/E tracker
CC due open โ€บ
โ€”
From I/E tracker
Liabilities
โ€”
loans & debt ยท CC dues ยท borrowed
Cash & goals is idle cash working, and is saving enough for the goals?
Where it sitsshare of gross assets
Net
โ€”
Asset breakdown % = share of gross assets ยท liabilities shown against them
Category Source Value (โ‚น) % of total Type
Loadingโ€ฆ
By person ACA cash and holdings go to the ACA account holder, manual entries to the owner set on each row; bank balances, card dues and lending count under you
PersonAssetsLiabilitiesNet worthShare
Other broker balances โ‚น0
Broker nameCategoryBalance (โ‚น)OwnerNotesโ€”
No brokers added yet.
Click + Add Broker to get started
Other holdings โ‚น0Zerodha, mutual funds, PPF, fixed depositsโ€ฆ
Name / descriptionCategoryValue (โ‚น)OwnerNotesโ€”
No entries yet โ€” click + Add Holding
Misc assets โ‚น0Cash, gold, real estate, vehiclesโ€ฆ
ItemCategoryValue (โ‚น)OwnerNotesโ€”
No entries yet โ€” click + Add Item
Liabilities / debt โ‚น0Loans, credit cards, EMIsโ€ฆ
Name / descriptionCategoryAmount (โ‚น)OwnerNotesโ€”
No liabilities yet โ€” click + Add Liability
ACA cash is fetched live and holdings come from your portfolio. Entries on this tab are saved to your account and sync across devices; CC dues and bank balances come from the Income & Expenses page, money lent or borrowed from Lending & Borrowing.
FI number Financial Independence ยท 25ร— annual expenses ยท 4% SWR ยท inflation-adjusted ยท USD view
โ‚น/$โ€”
$โ€”/mo ยท USD FI target today $โ€” ยท INR needed at retirement โ‚นโ€”
FI Number (USD)
โ€”
25ร— annual USD exp ยท 4% SWR
Current net worth
โ€”
โ€”
Gap (USD)
โ€”
โ€”
Years to FI
โ€”
at given return rate
Progress to FI0%
Enter monthly expenses above to calculate your FI number.
Category Manager
Categories and subcategories for manual entries

Sovereign Gold Bonds

All NSE-listed SGB series โ€” live prices, same columns as stocks
Total Series
โ€”
Listed on NSE
Gold Rate (approx)
โ€”
Best LTP among series
Gainers
โ€”
Positive change today
Losers
โ€”
Negative change today
SGB Series
Symbol โ‡… Name โ‡… LTP โ‡… Day % โ‡… Prev Close โ‡… 52W High โ‡… 52W Low โ‡… 1yr % โ‡… Add to PF
SGBs earn 2.5% p.a. interest on issue price (semi-annual). Capital gains exempt on maturity redemption. Tenor: 8 years.

Settings

System configuration & secrets

Alert Timings

Broker Credentials

Gmail Connection (Autonomous Sync)
Uses non-expiring Google App Password for permanent Kotak contract note & ACA OTP sync
Paste the authorization code or FULL URL from the new tab:

Telegram Alerts

Data Management

Export all your local dashboard data (Networth, Lending, Capital Config, Settings) to a JSON file for safekeeping, or import a previously exported backup file to restore your data.
Deployed Capital
Broker-wise configuration
Manage Brokers
Rename, hide, or add custom brokers
Add New Broker
๐Ÿ“ Monthly P&L Entry
Add or edit month-wise entries
New Entry
Saved Entries
Period Gross Charges Net
No entries yet